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Schwab Strategic Tr us lrg cap etf shares owned by Waldron

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $359k 5.3k 67.85
2021-09-30 $268k 2.6k 103.92
2021-06-30 $307k 3.0k 103.93
2021-03-31 $283k 3.0k 95.80
2020-12-31 $268k 3.0k 90.72
2020-09-30 $238k 3.0k 80.57
2020-06-30 $233k 3.2k 73.87
2019-12-31 $226k 3.0k 76.51
2019-09-30 $209k 3.0k 70.75
2019-06-30 $208k 3.0k 70.41
2019-03-31 $209k 3.1k 67.38
2018-12-31 $201k 3.4k 59.45
2018-09-30 $270k 3.9k 69.32
2018-06-30 $253k 3.9k 64.96
2018-03-31 $245k 3.9k 62.90
2017-12-31 $369k 5.8k 63.72